Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Tadman is a financial advisor with over 15 years of experience in the financial services industry. Martin is currently registered with McManus Cooper, a firm with a focus on providing investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Prior to joining McManus Cooper, Martin was a Registered Representative at Securities America, Inc. and LPL Financial LLC. Martin's primary focus is to provide clients with comprehensive financial planning, portfolio management, and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
CA
11/19/2015 - Present
McManus Cooper (IRVINE CA)
CA
09/20/2013 - 03/27/2020
SECURITIES AMERICA, INC. (IRVINE CA)
ID
03/29/2012 - 09/05/2013
LPL FINANCIAL LLC (BOISE ID)
ID
10/05/2010 - 03/30/2012
PARSONEX SECURITIES, INC. (BOISE ID)
ID
09/18/2008 - 09/22/2010
PFS INVESTMENTS INC. (MERIDIAN ID)
BOTH
Issued 11/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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